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Portfolio (Quarterly) Guide ↗

State of Alaska, Department of Revenue

· CIK 0001370102
13F Portfolio $9.4B AUM 3,587 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 170 New 732 Added 871 Reduced 47 Exited
Page 43 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 ITGR INTEGER HLDGS CORP Healthcare 19,837.0 $1.6M 0.02% +249.0 +1.3% $78.39 +15.0%
842 MGEE MGE ENERGY INC Utilities 19,776.0 $1.6M 0.02% +273.0 +1.4% $78.38 -3.0%
843 ATI ATI INC Industrials 13,496.0 $1.5M 0.02% -1K -8.9% $114.70 +47.1%
844 LII LENNOX INTL INC Industrials 3,186.0 $1.5M 0.02% -245.0 -7.1% $485.56 +3.5%
845 CRS CARPENTER TECHNOLOGY CORP Industrials 4,900.0 $1.5M 0.02% -430.0 -8.1% $314.69 +44.2%
846 TPH TRI POINTE HOMES INC Consumer Cyclical 49,040.0 $1.5M 0.02% $31.44 +49.3%
847 RHI ROBERT HALF INC. Industrials 56,746.0 $1.5M 0.02% +601.0 +1.1% $27.16 -0.6%
848 GATX GATX CORP Industrials 9,084.0 $1.5M 0.02% +3K +56.5% $169.42 +1.5%
849 PINS PINTEREST INC Communication Services 59,295.0 $1.5M 0.02% NEW $25.89 -25.3%
850 BXMT BLACKSTONE MTG TR INC Real Estate 80,239.0 $1.5M 0.02% $19.12 -4.6%
851 TXT TEXTRON INC Industrials 17,540.0 $1.5M 0.02% -2K -10.0% $87.12 +6.3%
852 POWL POWELL INDS INC Industrials 4,793.0 $1.5M 0.02% +56.0 +1.2% $318.59 -8.4%
853 AWR AMER STATES WTR CO Utilities 20,945.0 $1.5M 0.02% +335.0 +1.6% $72.43 +5.2%
854 CG CARLYLE GROUP INC Financial Services 25,647.0 $1.5M 0.02% -3K -8.9% $59.07 -22.7%
855 ANNALY CAPITAL MANAGEMENT IN 67,798.0 $1.5M 0.02% -1K -1.8% $22.35
856 FRPT FRESHPET INC Consumer Defensive 24,853.0 $1.5M 0.02% +308.0 +1.2% $60.92 -16.3%
857 DECK DECKERS OUTDOOR CORP Consumer Cyclical 14,574.0 $1.5M 0.02% -1K -8.3% $103.61 +7.6%
858 GEN GEN DIGITAL INC Technology 55,468.0 $1.5M 0.02% -5K -7.7% $27.19 -8.9%
859 FOXA FOX CORP Communication Services 20,631.0 $1.5M 0.02% -2K -7.7% $73.05 -11.1%
860 BOH BANK HAWAII CORP Financial Services 22,031.0 $1.5M 0.02% +333.0 +1.5% $68.31 +14.8%
Page 43 of 111  ·  2,204 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.1%
Financial Services 11.6%
Consumer Cyclical 10.4%
Real Estate 9.6%
Communication Services 9.1%
Healthcare 9.0%
Industrials 8.3%
Consumer Defensive 4.5%
Energy 3.2%
Utilities 2.2%